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Exciting Changes Coming to NuVision's Financial Planning Services

NuVision Federal Credit Union is excited to share some very positive news with our members. We are pleased to begin to offer NuVision Federal Credit Union members some early benefits of our proposed merger with Kinecta Federal Credit Union. Beginning January 3, 2012, NuVision members will be able to utilize investment products and services offered by Kinecta Financial & Insurance Services (KFIS) through LPL Financial as our broker/dealer to bring you an even wider range of investment programs.

LPL Financial is:
  • Partnered with more than 750 credit unions and banks in 49 states
  • Headquartered in San Diego, CA with offices in Charlotte, NC and Boston, MA
NuVision Federal Credit Union and LPL Financial will continue to offer members access to a complete array of financial instruments including mutual funds, annuities, insurance, state-of-the-art technology stocks, bonds, and unbiased investment research.

In the next few weeks, our existing clients will receive a formal notification letter announcing our decision to replace our current broker/dealer and begin working with LPL Financial.

Our current team of professional Financial Advisors will continue to provide you with professional guidance and excellent service as registered representatives with LPL Financial at NuVision Federal Credit Union.

We thank you for the continuing trust and confidence you place in our team and we believe our new association with LPL Financial will help you improve your financial well-being. For more information about your account, please call Zack Seitz at 714.375.8151.

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7812 Edinger Avenue
Huntington Beach, CA 92647